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Charles J. Lewandowski CFP®
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Charles J. Lewandowski CFP®
  • HOME
  • MEET CHUCK
  • WORK WITH ME
    • SCHEDULE AN APPOINTMENT
  • BLOG
  • CONTACT
  • CLIENT ACCESS
    • LINCOLN INVESTMENT
    • EMONEY
  • BROKER CHECK
  • LINCOLN INVESTMENT AND CAPITAL ANALYSTS FORM CRS

Posts Tagged ‘tax planning’

How Do You Create a Retirement Paycheck? The Question Most Executives Ask About Retirement Income

By Charles J. Lewandowski CFP®

Retirement Questions – Create Your Retirement Paycheck If you’re within a few years of retirement, you may be sorting through several questions as you move towards your “Work Optional Years”. These may include What does my social circle look like now that I’m not working? How will I spend my time? Should stay in my…

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Are You Ready For the Retirement Triathlon? Three Areas You Must Consider.

By Charles J. Lewandowski CFP®

If you’re an executive considering the “work Optional” phase in the next 5-10 years, there are three areas you must consider; Cash flow, retirement income, and taxes.

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Recent Posts

  • The One Employee Benefit That Executives Should Not Overlook – Health Savings Accounts
  • Three Valuable Tax Planning Opportunities For Executives Nearing Retirement
  • How Do You Create a Retirement Paycheck? The Question Most Executives Ask About Retirement Income
  • Working On Your Taxes? Don’t Miss These 3 Tax Planning Opportunities!
  • Considering a Small Business Retirement Plan? Don’t Forget These Tax Credits!

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